IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.06%
41,255
-1,871
252
$1.07M 0.06%
10,064
-2,557
253
$1.06M 0.06%
21,403
+1,421
254
$1.06M 0.06%
4,575
-269
255
$1.06M 0.06%
49,800
+12,200
256
$1.05M 0.06%
19,582
-5,388
257
$1.04M 0.06%
3,748
-513
258
$1.04M 0.06%
11,563
+2,152
259
$1.04M 0.06%
11,885
+157
260
$1.02M 0.06%
624
+43
261
$1.02M 0.06%
21,922
+481
262
$1.02M 0.06%
30,520
+19,545
263
$1.01M 0.06%
23,075
-27,531
264
$995K 0.06%
35,854
+6,855
265
$982K 0.06%
22,886
+6,242
266
$973K 0.06%
1,220
-11
267
$960K 0.06%
9,453
+1,543
268
$948K 0.06%
8,914
-2,379
269
$947K 0.06%
129,315
+7,829
270
$922K 0.05%
14,631
-97
271
$921K 0.05%
+35,548
272
$915K 0.05%
22,028
+317
273
$911K 0.05%
17,855
274
$884K 0.05%
11,169
-99
275
$860K 0.05%
11,429
+2,741
9 10
11
12 13